HoldingsChannel.com
Jag Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Microsoft Corporation 303,605 +69,808 $40,671
     MSFT303,605+69,808$40,671
Amazon.com Inc. 18,911 +5,126 $35,811
     AMZN18,911+5,126$35,811
PayPal Hldgs Inc 278,113 -11,029 $31,833
     PYPL278,113-11,029$31,833
Adobe Inc 97,051 +45,892 $28,596
     ADBE97,051+45,892$28,596
Veeva Sys Inc Cl A 161,238 +16,079 $26,138
     VEEV161,238+16,079$26,138
ServiceNow Inc 93,571 +19,686 $25,692
     NOW93,571+19,686$25,692
Lululemon Athletica Inc. 138,463 +18,960 $24,953
     LULU138,463+18,960$24,953
Applied Materials Inc. 523,519 +53,977 $23,512
     AMAT523,519+53,977$23,512
Salesforce.com Inc 151,812 +32,596 $23,034
     CRM151,812+32,596$23,034
Starbucks Corporation 264,738 +29,142 $22,193
     SBUX264,738+29,142$22,193
Visa Inc. Class A 123,272 +16,245 $21,394
     V123,272+16,245$21,394
Splunk Inc 169,750 +31,801 $21,346
     SPLK169,750+31,801$21,346
Xylem Inc 248,574 +124,480 $20,791
     XYL248,574+124,480$20,791
IQVIA Hldgs Inc 125,029 +13,504 $20,118
     IQV125,029+13,504$20,118
Square Inc Cl A 265,464 +28,274 $19,254
     SQ265,464+28,274$19,254
Synchrony Finl Corp 554,706 +72,615 $19,232
     SYF554,706+72,615$19,232
Progressive Corp OH 235,602 +34,349 $18,832
     PGR235,602+34,349$18,832
Twilio Inc Cl A 136,260 +14,256 $18,579
     TWLO136,260+14,256$18,579
Estee Lauder Companies Inc. Class 100,277 +100,277 $18,362
     EL100,277+100,277$18,362
Old Dominion Freight Line Inc 122,488 +61,705 $18,282
     ODFL122,488+61,705$18,282
Ulta Beauty Inc 48,760 +21,667 $16,914
     ULTA48,760+21,667$16,914
CoStar Group Inc 30,264 +30,264 $16,769
     CSGP30,264+30,264$16,769
Sherwin Williams Co 32,459 +9,876 $14,876
     SHW32,459+9,876$14,876
Carlisle Companies Inc 102,947 +102,947 $14,455
     CSL102,947+102,947$14,455
Ciena Corporation 344,786 -145,914 $14,181
     CIEN344,786-145,914$14,181
Garmin Ltd. 171,789 +26,253 $13,709
     GRMN171,789+26,253$13,709
Take Two Interactive Software Inc. 119,243 +88,488 $13,537
     TTWO119,243+88,488$13,537
Netflix Inc. 34,420 -5,487 $12,643
     NFLX34,420-5,487$12,643
Roper Industries Inc. New Com 34,315 +34,315 $12,568
     ROP34,315+34,315$12,568
MasterCard Inc Class A 45,619 +36,821 $12,068
     MA45,619+36,821$12,068
VMWare Inc Class A 67,942 -49,253 $11,360
     VMW67,942-49,253$11,360
Qualcomm Inc. 138,396 +115,531 $10,528
     QCOM138,396+115,531$10,528
Voya Finl Inc 187,274 +187,274 $10,356
     VOYA187,274+187,274$10,356
Marvell Technology Group Ltd 361,627 +361,627 $8,632
     MRVL361,627+361,627$8,632
World Wrestling Entmt Inc Cl A 118,721 +118,721 $8,573
     WWE118,721+118,721$8,573
Apple Inc 38,867 +20,428 $7,693
     AAPL38,867+20,428$7,693
Thermo Fisher Scientific Inc 15,771 +15,771 $4,632
     TMO15,771+15,771$4,632
Idexx Laboratories Corp. 15,439 +15,439 $4,251
     IDXX15,439+15,439$4,251
IHS Markit Ltd Shs 64,836 +64,836 $4,131
     INFO64,836+64,836$4,131
Live Nation Entmt Inc 61,639 +61,639 $4,084
     LYV61,639+61,639$4,084
FleetCor Technologies Inc 14,488 +14,488 $4,069
     FLT14,488+14,488$4,069
S&P Global Inc 17,781 +17,781 $4,050
     SPGI17,781+17,781$4,050
Ecolab Inc 19,413 +19,413 $3,833
     ECL19,413+19,413$3,833
Bright Horizons Family 25,309 +25,309 $3,818
     BFAM25,309+25,309$3,818
Intuitive Surgical Inc 7,195 +7,195 $3,774
     ISRG7,195+7,195$3,774
Edwards Lifesciences Corp. 18,975 +18,975 $3,505
     EW18,975+18,975$3,505
American Tower REIT 17,110 +8,385 $3,498
     AMT17,110+8,385$3,498
Gartner Inc 21,194 +21,194 $3,411
     IT21,194+21,194$3,411
Disney Walt Co. 23,739 -23,384 $3,315
     DIS23,739-23,384$3,315
Exact Sciences Corp 27,412 +27,412 $3,236
     EXAS27,412+27,412$3,236

See Full List: All Stocks Held By Jag Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Jag Capital Management LLC

Size ($ in 1000's)
At 06/30/2019: $886,188
At 03/31/2019: $612,935

Jag Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jag Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Jag Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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